ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,123,885 | -3.8% | 13,806 | -0.9% | 0.04% | -4.4% |
| Q2 2023 | $2,208,218 | +14.0% | 13,926 | -0.1% | 0.04% | 0.0% |
| Q1 2023 | $1,937,046 | +14.4% | 13,942 | -0.8% | 0.04% | -4.3% |
| Q4 2022 | $1,693,846 | +128.6% | 14,053 | +126.5% | 0.05% | +135.0% |
| Q3 2022 | $741,000 | -4.6% | 6,204 | 0.0% | 0.02% | -16.7% |
| Q2 2022 | $777,000 | -21.2% | 6,204 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $986,000 | -23.3% | 6,204 | -16.3% | 0.02% | -23.3% |
| Q4 2021 | $1,285,000 | +13.5% | 7,414 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $1,132,000 | +1.3% | 7,414 | 0.0% | 0.03% | -9.1% |
| Q2 2021 | $1,117,000 | +12.1% | 7,414 | +0.1% | 0.03% | -19.5% |
| Q1 2021 | $996,000 | +11.2% | 7,405 | +0.4% | 0.04% | -14.6% |
| Q3 2020 | $896,000 | +14.1% | 7,379 | +0.2% | 0.05% | -5.9% |
| Q2 2020 | $785,000 | – | 7,363 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |